Property-to-equipment service history
Connected records and formula-driven status keep this operational view tied to the data you enter.
Clearward Trades · 02
Clearward HVAC Business Operations System
Know the equipment. Schedule the service. Protect the margin.
Connect customers, properties, HVAC equipment, filters, maintenance agreements, service calls, estimates, invoices, parts, technicians, and profitability without turning business records into technical service instructions.
MICROSOFT EXCEL WORKBOOKGOOGLE SHEETS TEMPLATE ACCESS
Includes the tested .xlsx workbook plus access to a separately tested native Google Sheets template.
Instant digital downloadOne business licenseNo subscription
Regular price $49.99. Etsy may show a current promotion.
One connected operation
What the system keeps together
The shared Clearward Trades backbone follows the job from first contact to final reconciliation. These modules make it specific to hvac.
- 01Customers, properties, and equipment
- 02Filters, warranties, and service history
- 03Maintenance agreements
- 04Service calls and scheduling
- 05Parts, labor, and technicians
- 06Revenue and job profitability
Decisions, not dashboard noise
See what needs attention and what the work actually produced.
Maintenance agreement renewal workflow
Connected records and formula-driven status keep this operational view tied to the data you enter.
Warranty, callback, and job-margin visibility
Connected records and formula-driven status keep this operational view tied to the data you enter.
Built to hand over cleanly
A complete customer package, not a workbook dropped in a ZIP.
Choose your platform
Use the tested Excel workbook or open the included access guide to make your own copy of the tested native Google Sheets template.
Follow the guided setup
Start Here, sample data, Quick Start, full User Guide, FAQ, troubleshooting, version information, and direct Etsy support are included.
Keep the master clean
Save a working copy before replacing sample data. The system is designed for one purchasing business and its reasonable internal team.
Compatibility: Includes the tested .xlsx workbook plus access to a separately tested native Google Sheets template. Minor visual or print-layout differences can occur between platforms.
Privacy: Clearward does not receive the customer, job, payment, or business records you enter.
Important boundary: Business administration and recordkeeping only—not HVAC, refrigerant, electrical, safety, licensing, environmental, or regulated-procedure guidance.
Good to know
Questions before you choose the system
Is this a subscription or hosted field-service app?
No. It is a one-time digital purchase with a local Excel workbook and access to a tested native Google Sheets template. There is no Clearward account, monthly software fee, automatic dispatch, payment processing, or background sync.
Will it work for an owner-operator and a small team?
Yes. The workflow is designed for one purchasing business and reasonable internal use by its employees or contractors. Assignments, worker records, and status fields support a small operation without pretending to be payroll or workforce-compliance software.
Does it create, send, sign, or legally validate estimates and invoices?
It organizes estimate, invoice, payment, and balance records. Use only the customer-facing output or export steps documented in the delivered version, and verify every scope, amount, tax, term, contract, and requirement before sending it.
Does Clearward receive the business data I enter?
No. Your Excel file stays where you save it. A Google Sheets working copy is created in your own Google account. Clearward does not receive the customer, job, invoice, payment, or service records you enter.
Does this include hvac technical guidance?
No. Business administration and recordkeeping only—not HVAC, refrigerant, electrical, safety, licensing, environmental, or regulated-procedure guidance.